CPWMP
Cardinal Point Wealth Management Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.14M | Hold |
44,622
| – | – | 0.35% | 25 |
|
|
2022
Q4 | $1.08M | Hold |
44,622
| – | – | 0.37% | 22 |
|
|
2022
Q3 | $1.02M | Hold |
44,622
| – | – | 0.49% | 16 |
|
|
2022
Q2 | $1.04M | Sell |
44,622
-5,675
| -11% | -$132K | 0.5% | 19 |
|
|
2022
Q1 | $1.39M | Hold |
50,297
| – | – | 0.62% | 15 |
|
|
2021
Q4 | $1.46M | Buy |
+50,297
| New | +$1.46M | 0.63% | 17 |
|